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Dive into the evolving carbon landscape and seize sustainable growth opportunities with us! 🌍 Join our Think Tank on April 17 to capitalize on the convergence of voluntary and compliant carbon markets. Discover how businesses are leveraging this shift for growth and explore strategic partnerships and innovative solutions to address challenges in the carbon industry. Register now! John Raspin | Jonathan Robinson | Mahesh Radhakrishnan | Milagros Andurell

Today we hosted our SMIDating event at our Paris office, organising 150 meetings for 18 analysts from across Europe to present their strongest local convictions to 40 institutional investors. Kathleen Gailliot, Head of European SMID Cap Research, and Joakim Tabet, Strategist, hosted a lunch presentation on SMID Strategy. This event was a great opportunity to showcase our multilocal set-up, a true asset when it comes to SMID caps. At a time when we are pushing Small & Mid caps, combining local insights with European scale is key to generate alpha. Let’s go SMIDs! Kepler Cheuvreux, Kathleen Gailliot, Joakim Tabet, David Cerdan, Baptiste de Leudeville, Ludovic ALLEGRE, Julien Richer, Hans Pluijgers, Matthias Maenhaut, Craig Abbott, Sven Sauer, Patrick Steiner, Iñigo Egusquiza Castellanos, Pablo De Rentería Villacampa, Niccolo' Guido Storer, Filippo Prini, CFA, Magnus Råman, Anders Jåfs, Torsten Sauter, Doron Lande, Laura Le coz, Peter John Z.

NEW | Coalition Building for Collective Action: 3 Process Design Strategies 🎯 Bridge-building is "an act of creation", writes Chiara Rosselli, "it requires the generation of something that’s new". Invited by the Governance Action Hub and On Think Tanks to the On Think Tanks Annual Conference, to share our process design thinking on the challenge of coalition-building for tackling anticorruption and state capture, Chiara shares three promising strategies for effective mobilisation of groups composed of heterogeneous stakeholders. 🔗 Read the whole piece, originally published for On Think Tanks, at the link below.

Sharing 3 process design strategies for building effective coalitions. 👁 Have a look! 👁 Full piece in link below.

In the ever-evolving landscape of Australian business, staying ahead of the curve is paramount. But how do you foster an environment that breeds not just good ideas, but truly groundbreaking innovation and a relentless pursuit of improvement? Here's where the power of recognition comes in, specifically through Business Awards. Learn more ➡️ https://lnkd.in/eGhd3HD8

Great learnings from the Datasite Nordic M&A Outlook for 2024 event this morning. Even though it’s been extremely busy, I took the time to step out and listen to what’s happening in the M&A world in Sweden. I’m so happy I did – learned a lot – Have you ever heard of Bear-Hug deals in the public market? Yikes!     Thanks to Karl Bystedt Wikblom, Peter Wikstrom, Darragh Byrne & Merlin Piscitelli for sharing your perspectives with the audience. Here’s what I learned: *  Some investors are calling this a ‘window environment’ for M&A. Windows will open and close. *  PE’s have a record level of dry powder right now *  There are a record number of ‘legacy’ companies in their portfolios    *  Regulatory tightening is holding back many international deals. Companies are preferring deals within their own countries to avoid the long regulatory processes. Confidence for doing international deals is heavily impacted. There was a 25% increase in deals done within Sweden (Swedish to Swedish M&A) from Q3-Q4 2023. *  Deals are taking 9-10 months typically *  Anemic growth is pushing M&A deals * Activist investors are more active in Sweden now, with many ‘unfriendly’ or Bear Hug deals being more common in the public markets * The wall-of-debt still hasn’t really hit the M&A world, yet PEs are more actively managing their portfolios. Minority trades are more common. Investors get some exit AND can wait for a better upside.   Just another reminder of how important it is for companies to be operating at their best - to be attractive to buyers, and to be an attractive buyer. Excellent panelist and event, thanks Datasite! Nice meeting you,Liam Sturges! #manda #techinvestors #productled #productmanagement

Our expert panelists delved into the challenges and opportunities that businesses faced within their respective industries. Participants discovered the strategies that led to success and explored the factors that drove innovation and growth. It was an insightful conversation that changed perspectives on business and industry. Thank you to all who joined us! 🗓️📌

👏PhotonDelta congratulates Nostics with becoming a certified B Corporation! With this certification Nostics becomes a part of a global movement that uses business as a force for good to address the world’s most critical challenges.   💡The B Corporation movement aims to create systemic change to benefit everyone - people, communities, and our planet. Nostics always have been committed to creating a positive impact by bringing rapid and reliable diagnostics to every corner of the world.   How Nostics wants to make impact and measure? Being a B Corporation means you have to meet high standards of social and environmental performance, transparency, and accountability and will have to show continuous improvement in the future, while making it measurable.   Read more 👉: https://bit.ly/4bbLGNy

Our expert panelists delved into the challenges and opportunities that businesses faced within their respective industries. Participants discovered the strategies that led to success and explored the factors that drove innovation and growth. It was an insightful conversation that changed perspectives on business and industry. Thank you to all who joined us! 🗓️📌

Now we have had the opportunity to review the transcript of this fascinating conversation, it seems apparent that thinking is turning hard to the nature of the inflection point we are reaching in global markets. In short, it is all well and good to talk about 'higher for longer' in the context of taking air out of a balloon that was pumped full of pandemic stimulus, but we have now reached the point where consumers everywhere are feeling the pain. And yet central banks may not cut, or at least not far, unless that pain metastasises into unemployment and other symptoms of spare capacity. There are no easy answers for policymakers, especially as, at the same time, everyone is only too aware of the heightened atmosphere of political and geopolitical tension looming in H2. Talk on the RBNZ, for instance, coalesced around a sense that it may now be overdoing its hawkish tone. The good news? Issuers have been able to make hay in H1, including in the Australian market - which has experienced unprecedented scale and consistency of demand. New Zealand has been harder for global borrowers but there is ongoing optimism about underlying demand even as pricing has been tough to line up. You can read a full transcript of the discussion in the June/July edition of KangaNews magazine - to be published in late July.